Political and business differences between Trump and Musk have significantly negatively impacted investment confidence. The essence of their conflict revolves around tax reform legislation and electric vehicle policies, which directly cause fluctuations in the market. Tesla's shares have fallen by more than 14%, and the market value has disappeared by over 150 billion dollars, reflecting investor concerns about policy uncertainty. The deterioration of political and business relations exacerbates corporate risks, with Musk facing pressure from Tesla, SpaceX, and xAI, leading to a decrease in investor confidence. At the same time, Trump threatens to cancel subsidies and contracts, which will affect expectations in the related supply chain. The differences reveal a divide in the American political economy, intensifying market doubts.